Roger focuses on investments in financial and business services companies with a focus on asset management and transaction processing.
Roger formerly served on TA's Executive, Core Investment and Portfolio Committees. He joined TA in 1989 and has more than 33 years of experience in the private equity industry. Over his career, Roger has sponsored numerous investments in the asset management and transaction processing sectors. He has served on the board of seven investments in private companies that have gone public, raising well over a billion dollars of capital, including Affiliated Managers Group and ANSYS, both of which have market capitalizations of more than $10 billion today.
Career Highlights
- Over a 30 year career at TA, sponsored more than 30 investments, 27 of which are fully or partially exited
- Significant experience investing in asset management companies having made eight investments in this sector
- Experience investing in transaction processing companies, including Cardtronics, BluePay and Rectangle Health; helped source and close multiple acquisitions for both companies with an aim to accelerate growth by building scale
- Served on the Board of Directors of numerous public companies
Former Experience
- Bankers Trust Company – focused on leveraged acquisitions
Education
- Harvard Business School – MBA, with Honors
- Haverford College – BA, magna cum laude, Phi Beta Kappa, History
Board Representation
Current
- Russell Investments
Former
- Affiliated Managers Group
- Allegis Realty Investors (now UBS Realty Investors)
- And 1
- ANSYS
- BluePay
- Boron, LePore & Associates
- Cardtronics
- Clayton Holdings
- CompBenefits
- Cupertino Electric
- Evanston Capital Management
- Exeter Property Group
- EYP Mission Critical Facilities
- First Eagle Investment Management
- HVL
- K2 Advisors
- Keeley Asset Management
- Monarch Dental
- Preferred Freezer Services
- Rectangle Health
- Stadion Money Management
- Thomson Advisory Group (now PIMCO Advisors)
Other
- Co-Founder of the Down Syndrome Research and Treatment Foundation (now LuMind Foundation)
- Haverford College, Member of the Board of Managers
Featured Investments

Acquired by UBS Asset Management

Acquired by American Sporting Goods Inc.

IPO: NASDAQ

IPO: NASDAQ: CATM

IPO: NASDAQ; Acquired by Greenfield Partners

Acquired by Humana, Inc.


Acquired by EQT

Acquired by HP

Acquired by Blackstone Capital Partners and Corsair Capital

Acquired by Greenhill Capital Partners, Abrams Capital

Acquired by Franklin Resources


Acquired by Fenway Partners



Acquired by Smart Pension Ltd.